Solutions / By industry / Accounting Firms
Your firm. Your clients.
In focus.
Live intelligence across client work, deadlines, capacity, billing, profitability, and client-ready reporting.
Trusted by Finance & Operations Leaders
Our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Process improvement and dashboards that exceeded our expectations.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Their professionalism and efficiency made the process seamless from start to finish.
McRock Capital
Partner
URTM's expertise in data analysis and visualization has been pivotal to our success.
Sports Dynamics LLC
Founder
Built for Accounting Firms
Built around your practice.
Live, drillable visibility across client work, deadlines, review status, billing, accounting readiness, and client reporting.
Client Work
Capacity & Deadlines
Accounting Review
Client Reporting
Client status
Work · deadlines · missing items
Team capacity
Workload · ownership · review status
Review readiness
JEs · reconciliations · tax exposure
Client reporting
Packs · KPIs · advisory views
Why It Matters
See what needs attention.
Late work, review blockers, unbilled time, and the questions clients are waiting on.
Before URTM
- Deadlines slip unnoticed
- Review is the bottleneck
- Billing lags delivery
- Capacity is unclear
- Advisory waits on cleanup
Operational Intelligence
With URTM
- At-risk work surfaces early
- Review keeps moving
- Billing stays current
- Capacity is managed live
- Advisory gets current numbers
What We Deliver
From internal control to client delivery.
Everything from the first task to the client-ready pack.
Client work status
Open work, owners, and next actions
Deadline management
Upcoming, overdue, and at-risk work
Review workflow
Prep, review, approval, and delivery
Billing & WIP
Ready-to-bill work, WIP, and follow-up
Accounting readiness
JEs, reconciliations, and exceptions
Client reporting
Month-end packs, KPIs, and advisory views
Forecasting & scenarios
Tax, cash, and staffing scenarios
Capacity & workload
Workload, availability, and seasonal demand
Measurable Outcomes
What firms see after go-live.
90%+
Less manual reporting
70%+
Faster client reporting
Live
Deadline visibility
Near-zero
Report rebuilds
Eagle Eye | Accounting Firms
AI for client work and deadlines.
Ask Eagle Eye what is behind, blocked, ready, or at risk — with answers grounded in your practice and client data.
Clean foundation
econciled client work, billing, workflow, reporting, and team data.
Practice-specific logic
Clients, services, deadlines, roles, review stages, and reporting rules tailored to your firm.
Traceable answers
Source backup behind every response.
Role-based access
Client, financial, and team data protected by permission.
History
- Which clients are behind schedule?
- Which deadlines are at risk this week?
- Which clients are missing information?
- What work is waiting on review?
- Can I see the backup?
EagleEye
Live
Which clients are behind schedule?
Three clients have the most work past its planned date:
Which deadlines are at risk this week?
Three filings are at risk with work still open:
Which clients are missing information?
Open document and information requests by client:
What work is waiting on review?
Work sitting in review, by service line:
Can I see the backup?
Every answer ties to source — here's what's behind this month's fees:
Placeholder
Eagle Eye answers questions like this live from your reconciled data — every figure traceable to source. The examples here are just a starting point; in your environment it answers your own questions, based on your numbers.
Reconciled & traceable to source
The Practice Side
Practice visibility, every day.
Partners, managers, and operations teams get the detail to manage client work, capacity, billing, and profitability before issues become bottlenecks.
Ready for partners
Practice, client, service line, manager, and team views stay current.
Detail on demand
Drill from practice performance into client, task, billing, or source-level backup.
Built for action
Manage deadlines, workload, capacity, billing, and profitability before pressure builds.
More control
without more reporting work
How It Works
Built around how your firm operates.
URTM connects, reconciles, analyzes, and reports across the systems your accounting firm already uses.
Connect
01
Practice management, billing, finance, CRM, workflow, HR, and spreadsheets.
Reconcile
02
Client work, deadlines, billing, revenue, capacity, and profitability tied together.
Analyze
03
Client, partner, manager, team, service line, and practice performance.
Report
04
Internal and client-ready views, on demand.
How It Works
Questions, answered.
Can URTM help us manage internal firm performance?
Yes. URTM can create live views across client work, deadlines, workload, capacity, billing, collections, profitability, and partner reporting.
Can URTM support client-facing reporting?
Yes. URTM can create client-ready dashboards, month-end packs, KPI views, and advisory reporting using connected and reconciled data.
Can we track deadlines and workload by client or team?
Yes. URTM can show upcoming, overdue, completed, and at-risk work by client, owner, team, service line, or deadline.
Can URTM help us understand client profitability?
Yes. URTM can connect revenue, cost, billing, time, service line, and team data to show profitability by client, engagement, partner, or service.
Can Eagle Eye answer accounting firm performance questions?
Yes. Eagle Eye can answer questions from your connected and reconciled firm data, with role-based access and traceable source backup.
More Industries
Explore other industries:
Testimonials
Performance visibility, built for leadership.
Real outcomes from teams who put URTM between their data and their decisions.
Our leadership team is better equipped to make data-driven decisions.
Our leadership team is better equipped to make data-driven decisions.
URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard — has given us key insights into profitability and performance. As a result, our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Aon
6X+
Faster monthly close
Close cycles cut without adding headcount.
Process improvement and dashboards that exceeded our expectations.
Process improvement and dashboards that exceeded our expectations.
URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They quickly understood and seamlessly integrated with our existing tech stack, ensuring compatibility. Their insightful suggestions significantly enhanced our project.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.
6X+
Return on URTM
Value returned many times over the investment.
Their professionalism and efficiency made the process seamless from start to finish.
Their professionalism and efficiency made the process seamless from start to finish.
URTM played an important role in the creation of the McRock Industrial Software Index. They quickly understood the problem we were trying to solve, and their professionalism and efficiency made the process seamless from start to finish. We’re grateful for their support in bringing this to life and making the Index accessible to our community.
McRock Capital
Managing Partner
McRock Capital
1
Custom index, built
A bespoke software index, delivered end to end.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense of fan spending patterns has allowed us to attract attention of high calibre investors and pivot from loyalty into Fintech, thereby increasing our start-up's valuation by orders of magnitude.
Sports Dynamics LLC
Founder
Sports Dynamics LLC
6→1
Systems to one view
Six source systems consolidated into one.